RETIREMENT PLAN GOVERNANCE:

Staying abreast of Department of Labor regulations and protecting your company from risk as retirement plan fiduciaries is a critical component of effective retirement plan stewardship. We help employers structure, maintain and document correct and prudent fiduciary processes.

INVESTMENT DUE DILIGENCE & MONITORING:

The selection and monitoring of appropriate investment fund options, including Qualified Default Investments (QDIA) is a continual process. We provide the analytical tools, expertise and resources necessary to provide a broad range of suitable investments options and proper oversight for the benefit of all plan participants.

EMPLOYEE EDUCATION & SUPPORT:

The true measure of the success of your company retirement plan benefit is determined by its ability to serve the needs of participants at, and beyond retirement. We are passionate about enhancing positive retirement outcomes and we will develop an employee communication and education plan that encourages plan participation, understanding, and provides ongoing support.

PLAN & PROVIDER SELECTION:

The retirement plan market is constantly changing and so are the needs of your employees. We are completely independent of any plan provider(s) or other relationships that could potentially conflict with the interest of our clients. Our full suite of plan benchmarking, due diligence and vendor selection capabilities will help you evaluate existing plan quality and cost metrics, renegotiate fees if necessary, or select a new plan better suited to serve your existing needs.